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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Springfield | OR | 09/2009 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 10/2023 |
| Cetera Investment Advisers Llc | Eugene | OR | 09/2022 | 10/2023 |
| Columbia Bank | Eugene | OR | 09/2022 | 03/2023 |
| Umpqua Bank | Eugene | OR | 03/2023 | Present |
| Raymond James Financial Services, Inc. | Eugene | OR | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Eugene | OR | 10/2023 | Present |
| Columbia Bank | Eugene | OR | 03/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 111 W 7th Ave, Eugene, OR, 97401-2622, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Columbia Wealth Advisors is the name of our Investment firm working with Raymond James. (2)Name of Business: Grace Community Fellowship Address: 989 Country Club Rd, Eugene, OR, 97401, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Planning and oversight of church activities. I do not make the decisions on what investments nor am I the main advisor for this account. The account is under Jennifer Morehouse's rep code.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-15 |
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